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Parker-Hannifin

1,418 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,418 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.36% (-1.4%)

Holders
1,418
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.43%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1151
Tyche Wealth Partners
Texas
$247K
LAM
1152
L2 Asset Management
Massachusetts
$247K +$226K +444 New
MRCM
1153
M&R Capital Management
New Jersey
$246K +$162K +318 +254%
CT
1154
Cambridge Trust
Massachusetts
$245K +$22.4K +44 +11%
DWA
1155
Delap Wealth Advisory
Oregon
$242K +$222K +436 New
FAFN
1156
First Affirmative Financial Network
Colorado
$242K +$221K +435 New
BCM
1157
Becker Capital Management
Oregon
$242K
BBHC
1158
Brown Brothers Harriman & Co
New York
$242K
ZIMP
1159
Zimmermann Investment Management & Planning
Pennsylvania
$242K +$221K +435 New
MGIA
1160
Moneta Group Investment Advisors
Missouri
$241K +$220K +433 New
FNBT
1161
FineMark National Bank & Trust
Florida
$240K +$219K +432 New
LCM
1162
Liberty Capital Management
Michigan
$240K +$219K +431 New
FI
1163
Fractal Investments
Connecticut
$239K +$218K +430 New
HVP
1164
Hudson Value Partners
Florida
$239K +$218K +430 New
MWM
1165
Modera Wealth Management
New Jersey
$239K +$218K +430 New
PIP
1166
Peachtree Investment Partners
Florida
$238K +$218K +429 New
CWM
1167
Centric Wealth Management
Illinois
$238K
SHA
1168
Seneca House Advisors
Virginia
$237K +$217K +427 New
FWTB
1169
First Western Trust Bank
Colorado
$236K +$216K +425 New
PBO
1170
Peoples Bank (Ohio)
Ohio
$236K +$215K +424 New
CIP
1171
Convergence Investment Partners
Florida
$235K +$214K +422 New
CC
1172
Courier Capital
New York
$233K -$10.2K -20 -5%
AWM
1173
Aprio Wealth Management
Georgia
$230K +$210K +413 New
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$228K +$15.8K +31 +8%
PSB
1175
Piscataqua Savings Bank
New Hampshire
$228K +$5.08K +10 +3%

PH Hedge Fund Activity: Q1 2024 in Review

1,418 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,418 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.